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    Pensions Round-Up October 2016
    2016-11-28

    Welcome to the latest edition of DLA Piper’s monthly newsletter – Pensions Round-Up – in which we provide an overview of developments in pension legislation, case law and regulatory guidance. In this edition we look at key developments from October 2016 including the following. ■ The Pensions Regulator: the publication of reports which look at cases concerning the power to declare scheme amendments void, failures to complete the scheme return, and the potential use of the Regulator’s anti-avoidance powers.

    Filed under:
    United Kingdom, Employee Benefits & Pensions, Employment & Labor, Insolvency & Restructuring, Insurance, Litigation, Tax, DLA Piper, The Pensions Regulator (UK), Department for Work and Pensions (UK)
    Location:
    United Kingdom
    Firm:
    DLA Piper
    Lomas - Court confirms statutory interest payable on insolvency is not 'yearly interest' and criticises HMRC's change of position
    2016-11-01

    In Lomas and others v HMRC [2016] EWHC 2492 (Ch), the High Court has confirmed that statutory interest payable on insolvency is not 'yearly interest' for UK tax purposes. The administrators therefore had no obligation to account for income tax on the interest payments made. The Court was also critical of HMRC's contradictory guidance on this issue.

    Background

    Filed under:
    United Kingdom, Insolvency & Restructuring, Litigation, Tax, RPC, HM Revenue and Customs (UK), High Court of Justice (England & Wales)
    Authors:
    Michelle Sloane
    Location:
    United Kingdom
    Firm:
    RPC
    PPF - consultations on long service changes and the 2017/18 PPF Levy
    2016-10-17

    Long service changes

    Filed under:
    United Kingdom, Employee Benefits & Pensions, Insolvency & Restructuring, Tax, Taylor Wessing
    Location:
    United Kingdom
    Firm:
    Taylor Wessing
    Directors’ responsibilities when putting a company into liquidation
    2016-10-10

    There are certain rules and regulations surrounding company liquidation, many of which focus on your actions as a director. Once a company becomes insolvent, you must put creditor interests first by ceasing to trade and safeguarding its assets, with little or no consideration for shareholders, members or directors.

    Filed under:
    United Kingdom, Company & Commercial, Insolvency & Restructuring, Tax, Begbies Traynor Group plc
    Authors:
    Jonathan Munnery
    Location:
    United Kingdom
    Firm:
    Begbies Traynor Group plc
    Distraint Notice and Inventory from HMRC
    2016-10-10

    Click here to view the image.
    What does this letter say?

    “I have today seen and distrained on the goods listed in the inventory below. I did this at xxx

    Filed under:
    United Kingdom, Insolvency & Restructuring, Tax, Begbies Traynor Group plc, HM Revenue and Customs (UK)
    Authors:
    Jonathan Munnery
    Location:
    United Kingdom
    Firm:
    Begbies Traynor Group plc
    Time is running out to defer income recognition from debt-equity exchanges
    2010-05-11

    Restructures of financially distressed firms often involve debt-equity exchanges. The concept is straightforward: the company issues equity to its lenders in exchange for their cancellation of some of the company’s debt. The company’s debt burden and interest payment expenses are reduced and its balance sheet is strengthened.

    Filed under:
    USA, Insolvency & Restructuring, Tax, Stoel Rives LLP, Debtor, Security (finance), Interest, Limited liability company, Debt, Liquidation, Balance sheet, Election, Distressed securities, Internal Revenue Code (USA)
    Location:
    USA
    Firm:
    Stoel Rives LLP
    Bankruptcy court's order denying a plan objection is not appealable
    2010-06-25

    IN RE: MCKINNEY (June 23, 2010)

    Filed under:
    USA, Illinois, Insolvency & Restructuring, Litigation, Real Estate, Tax, Kelley Drye & Warren LLP, Bankruptcy, Property tax, Debt, Deed, United States bankruptcy court
    Location:
    USA
    Firm:
    Kelley Drye & Warren LLP
    Bankruptcy sale found insufficient to support assessment reduction
    2010-06-18

    Generally the best evidence of a property’s market value is a recent sale price, but that is not always the case. The First District Appellate Court recently ruled in Calumet Transfer LLC v.

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Real Estate, Tax, Franczek Radelet PC, Bankruptcy, Property tax, Limited liability company, Foreclosure, Market value, Inflation
    Authors:
    Ares G. Dalianis , Scott R. Metcalf
    Location:
    USA
    Firm:
    Franczek Radelet PC
    Do purchasers of tax sale certificates under New Jersey state law qualify as holders of "tax claims" under federal bankruptcy law?
    2010-07-06

    Chapter 11 of the United States Bankruptcy Code is intended to allow financially stressed debtors to restructure their debt obligations through a plan of reorganization. Typically, a Chapter 11 plan places different types of claims in different classes and, subject to various requirements of the Bankruptcy Code, allows the debtor to pay only portions of the claims (and in certain circumstances not to pay certain claims at all). Moreover, the Bankruptcy Code allows a debtor the flexibility to structure a plan to defer the payment of certain claims.

    Filed under:
    USA, New Jersey, Insolvency & Restructuring, Litigation, Tax, Lowenstein Sandler LLP, Bankruptcy, Debtor, Interest, Debt, Deferred tax, US Congress, Title 11 of the US Code, United States bankruptcy court, Third Circuit
    Location:
    USA
    Firm:
    Lowenstein Sandler LLP
    Corporate officer held personally liable for bankrupt corporation’s unpaid sales taxes
    2010-07-13

    In an interesting twist on a run-of-themill case regarding the personal liability of a corporate officer for unremitted sales taxes, the New York State Division of Tax Appeals held an owner (“Petitioner”) personally liable for sales tax even though the corporation was in Chapter 11 bankruptcy and was being run by a bankruptcy court-approved management company. In re Eugene Dinino, Docket Nos. 822605, 822606, 822607, 822608, 822609, 822610 (N.Y.S. Div. of Tax App. June 24, 2010).

    Filed under:
    USA, New York, Insolvency & Restructuring, Litigation, Tax, Eversheds Sutherland (US) LLP, Bankruptcy, Debtor, Breach of contract, Fiduciary, Liability (financial accounting), Debtor in possession, Title 11 of the US Code, Administrative law judge, Trustee, United States bankruptcy court
    Location:
    USA
    Firm:
    Eversheds Sutherland (US) LLP

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